Cost SavingsMeta is evaluating up to a 30% reduction in the 2026 Metaverse budget, potentially leading to significant savings.
Financial DisciplineNews on potential cost cuts suggest financial discipline remains in play, reinforcing the view that Meta remains financially disciplined.
Revenue Growth OpportunitiesMultiple growth drivers for 2026, including higher usage, AI improvements, and new monetization strategies, can drive upside to revenue estimates.